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Name Holding Trade Value Shares
Change
Change in
Stake
ONST
701
Old North State Trust
North Carolina
$126K – – –
GLI
702
Guardian Life Insurance
New York
$126K +$4.55K +62 +4%
PO
703
Private Ocean
California
$124K -$74.1K -1,010 -38%
CPA
704
Cowen Prime Advisors
New York
$121K – – –
FANJ
705
Financial Architects (New Jersey)
New Jersey
$119K – – –
SMFS
706
Squar Milner Financial Services
California
$119K +$115K +1,572 New
MAWCM
707
Mine & Arao Wealth Creation & Management
California
$114K +$110K +1,502 New
BCA
708
Berman Capital Advisors
Georgia
$109K -$34.9K -476 -25%
ZB
709
Zions Bancorporation
Utah
$109K -$17.5K -238 -14%
RMC
710
Resources Management Corp
Connecticut
$108K – – –
CF
711
Centaurus Financial
California
$107K +$104K +1,416 New
QAM
712
QCI Asset Management
New York
$106K -$3.67K -50 -3%
RBC
713
Roble Belko & Company
Pennsylvania
$105K – – –
TAIM
714
TD Ameritrade Investment Management
Nebraska
$105K +$41.2K +562 +69%
CFG
715
Citizens Financial Group
Rhode Island
$105K +$90.8K +1,238 +860%
CFA
716
Carroll Financial Associates
North Carolina
$104K -$10.6K -144 -9%
FWM
717
FSA Wealth Management
Massachusetts
$100K +$96.8K +1,320 New
VCM
718
Versant Capital Management
Arizona
$98K -$1.32K -18 -1%
VRM
719
Vectors Research Management
New York
$93K – – –
DI
720
Disciplined Investments
Oklahoma
$91K +$88K +1,200 New
FMII
721
Farmers & Merchants Investments Inc
Nebraska
$89K +$880 +12 +1%
PFGIA
722
Patriot Financial Group Insurance Agency
Massachusetts
$86K – – –
TFA
723
Toth Financial Advisory
Virginia
$85K +$440 +6 +0.5%
RIA
724
Realta Investment Advisors
Delaware
$85K +$5.28K +72 +7%
PI
725
PEAK6 Investments
Illinois
$81K +$78.4K +1,068 New